A&I Financial Services

In our most recent Lunch and Learn, Ryan from Transamerica taught us about the increasing costs of Healthcare in Retirement. One slide in particular took our breath away. Here is an image of that slide: Click the link to jump to Ryan’s presentation on Healthcare Cost Estimates . Today’s 55 year-old is likely to spend...Read More

You may live to 100. In fact, a researcher at Stanford predicts that someone alive today may live to 200! Stanford University Center on Longevity suggests that we need to continue WORKING for the rest of our lives! Yes, I said working. People need to feel needed. Stanford’s research summary is full of diagrams and...Read More

Estate planning is not merely a financial task; it’s a heartfelt endeavor to ensure your hard-earned wealth benefits are passed on to your loved ones for generations to come. In the Centennial State of Colorado, understanding the nuances of estate planning is crucial to navigate the state’s laws and regulations effectively. In this comprehensive guide,...Read More

You may live to 100. In fact, a researcher at Stanford predicts that someone alive today may live to 200! Stanford University Center on Longevity suggests that we need to continue learning for the rest of our lives! People who are more highly educated: Gain access to health-improving resources and surroundings, and those advantages accrue...Read More

Colorado’s breathtaking landscapes and vibrant business environment make it an appealing state for entrepreneurs. However, understanding the tax landscape is crucial to ensure that your business thrives, and your wealth is maximized. In this comprehensive guide, we’ll delve into the intricacies of Colorado’s tax system, shedding light on state tax considerations and strategies for business...Read More

Exiting a business can be as challenging as building one. Yet, with careful planning and execution, it can be an immensely rewarding endeavor, providing financial security, a sense of accomplishment, and the opportunity to start anew. This blog will serve as your comprehensive guide to mastering the art of business exit planning. We’ll explore the...Read More

As a Colorado entrepreneur experiencing rapid business growth, managing your personal wealth becomes paramount. Your financial strategies should align with your entrepreneurial journey, enabling you to create, grow, and protect your wealth. In this comprehensive guide, we’ll explore expert advice on managing your finances during high-growth phases, including investments, risk management, and tax planning. 1....Read More

Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.Read More

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...Read More

If you have Medicare, you may already know that different medicines are covered by different Medicare plans. Some medicines may not be covered at all. And, plans may change year over year. This can be complicated!   The good news is that the Medicare.gov website has an impressive tool to help you choose which plan...Read More